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How to File a Schedule A Using the Upload Feature


In this video we will show you how to file
a Schedule A using the upload feature. We protect all the confidential information
you provide to us. Schedule A is for the allocation of district
taxes. The schedule below populates the districts
for your registered California locations as well as any districts you have added from
the previous reporting period that were not subject to any rate changes. In this example, we will complete the Schedule
A using the upload feature. To begin, click “CDTFA Website.” It is important to select the correct Excel
Workbook for the period you are filing to ensure accuracy of the tax rates. Do not use a previously saved workbook. Once your workbook is downloaded, begin by
entering the taxable amount to be reported, here, on the Sales & Purchases Data tab. Your taxable amount to report can be located
on your return. You will then place the taxable transactions
on the correct county or city line. You can filter the Excel Workbook to match
your records. In our example we made sales in the city of
Elk Grove. Elk Grove is in Sacramento County, so we can
filter the County column to only display the cities in Sacramento County. Click the “Filter” button to display the
filter menu. Click “Select all” to remove all the counties
from the filter. Select “Sacramento County” and click “Ok.” The Excel Workbook has now been filtered to
only show the cities in Sacramento county. Since Elk Grove is not listed, we will place
the taxable amount on the Sacramento County line. You can also copy and paste sales data from
your records into the Taxable Amount column. Furthermore, if you made sales in a county
that is not listed, then there is no district tax and you will allocate the sales on the
line that says, “ENTER All transactions subject to only the state rate of 7.25%.” Your entries will auto populate on the Schedule
A tab. The $25,000 dollars for Sacramento County
can be found on row 168 of the Schedule A tab for verification purposes. Once the amount remaining to be reported reaches
zero, you can then save the Excel Workbook. Select the Schedule A tab to verify your entries
are correct. If you need to make a change, go back to the
Sales & Purchases Data tab to make the change. For more detailed instructions on how to use
the workbook, please click on the “Instructions” tab below. After you saved the workbook,… …you will then go back to the return online. You will select “Upload” on the Schedule
A. Select the correct workbook. Click “Upload” to populate your information
into the schedule. Once uploaded, the Amount remaining to be
reported should reflect “0.” Please review the uploaded information to
ensure accuracy. Once finished, click “Next.” If you have additional questions regarding
the Schedule A, please call our Customer Service Center at 1-800-400-7115.

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